VANECK ETF TRUST (SMB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
99
Reporting holders
$230.9M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Allworth Financial LP | $39.5M | 2,276,569 | 0.17% | 18q | -4.1%-$1.7M |
| BANK OF AMERICA CORP /DE/ | $26.8M | 1,541,824 | 0.00% | 31q | -4.2%-$1.2M |
| MORGAN STANLEY | $15.1M | 867,464 | 0.00% | 35q | +4.1%+$590.6K |
| RAYMOND JAMES FINANCIAL INC | $14.1M | 811,871 | 0.00% | 7q | -22.1%-$4.0M |
| JPMORGAN CHASE & CO | $12.5M | 718,190 | 0.00% | 14q | +13.1%+$1.4M |
| Savant Capital, LLC | $10.4M | 597,809 | 0.03% | 4q | +87.6%+$4.8M |
| LPL Financial LLC | $10.3M | 595,415 | 0.00% | 31q | +7.0%+$672.1K |
| WELLS FARGO & COMPANY/MN | $10.2M | 589,883 | 0.00% | 31q | -48.2%-$9.5M |
| STIFEL FINANCIAL CORP | $7.9M | 458,149 | 0.01% | 31q | +23.3%+$1.5M |
| AMERIPRISE FINANCIAL INC | $6.8M | 390,628 | 0.00% | 31q | -55.0%-$8.3M |
| UBS Group AG | $6.1M | 352,364 | 0.00% | 31q | +6.1%+$353.1K |
| SEI INVESTMENTS CO | $4.7M | 270,992 | 0.00% | 11q | -8.0%-$409.7K |
| MY Wealth Management Inc. | $4.5M | 258,905 | 3.16% | new | NEW |
| Cerity Partners LLC | $4.2M | 239,576 | 0.01% | 13q | +2.9%+$115.6K |
| CONDOR CAPITAL MANAGEMENT | $4.0M | 228,497 | 0.30% | 31q | HELD |
| NICOLET BANKSHARES INC | $3.6M | 208,000 | 0.11% | 2q | HELD |
| Willis Johnson & Associates, Inc. | $3.5M | 204,147 | 0.20% | 18q | -1.2%-$43.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.2M | 185,432 | 0.06% | 6q | +316.9%+$2.4M |
| IMPACTfolio, LLC | $3.0M | 174,525 | 1.14% | 17q | +0.9%+$27.8K |
| Gradient Investments LLC | $2.3M | 135,162 | 0.03% | 5q | HELD |
| Valeo Financial Advisors, LLC | $2.3M | 134,006 | 0.05% | 3q | -2.0%-$46.3K |
| MML INVESTORS SERVICES, LLC | $2.3M | 130,814 | 0.00% | 31q | +47.8%+$734.5K |
| JONES FINANCIAL COMPANIES LLLP | $1.8M | 103,767 | 0.00% | 11q | +32.1%+$438.2K |
| Sanctuary Advisors, LLC | $1.7M | 100,520 | 0.01% | 9q | -3.3%-$59.1K |
| Prosperity Consulting Group, LLC | $1.6M | 93,383 | 0.06% | 10q | -9.5%-$169.6K |
| Private Advisor Group, LLC | $1.6M | 90,266 | 0.01% | 15q | +6.8%+$100.0K |
| Westside Investment Management, Inc. | $1.3M | 74,357 | 0.17% | 28q | +0.7%+$8.9K |
| Merit Financial Group, LLC | $1.3M | 74,080 | 0.00% | 12q | +101.2%+$646.3K |
| Ascent Group, LLC | $1.1M | 65,349 | 0.03% | 6q | +52.0%+$387.9K |
| Integrated Wealth Concepts LLC | $1.1M | 65,073 | 0.01% | 23q | +47.6%+$364.2K |
| Elequin Capital, LP | $1.1M | 64,721 | 0.03% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 64,434 | 0.00% | 31q | -3.0%-$34.2K |
| OSAIC HOLDINGS, INC. | $895.6K | 51,618 | 0.00% | 26q | +40.8%+$259.6K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $879.3K | 50,682 | 0.01% | 34q | -7.6%-$72.5K |
| FAS Wealth Partners, Inc. | $840.2K | 48,426 | 0.04% | 25q | +1.2%+$9.6K |
| Ameritas Investment Partners, Inc. | $836.8K | 48,233 | 0.02% | 20q | +3.0%+$24.7K |
| L2 Asset Management, LLC | $827.7K | 47,705 | 0.09% | new | NEW |
| FIFTH THIRD BANCORP | $777.4K | 44,807 | 0.00% | 2q | -3.4%-$27.4K |
| FORONJY FINANCIAL LLC | $748.2K | 43,125 | 0.27% | new | NEW |
| HighTower Advisors, LLC | $695.8K | 40,103 | 0.00% | 4q | +149.5%+$417.0K |
| J.W. COLE ADVISORS, INC. | $667.7K | 38,483 | 0.01% | 3q | +5.9%+$37.1K |
| Arkadios Wealth Advisors | $666.5K | 38,414 | 0.01% | 7q | +8.0%+$49.4K |
| Beacon Pointe Advisors, LLC | $653.9K | 37,687 | 0.00% | 3q | -8.8%-$63.4K |
| Composition Wealth, LLC | $634.2K | 36,552 | 0.01% | 5q | -5.2%-$34.7K |
| PRIVATE TRUST CO NA | $556.2K | 32,060 | 0.04% | 17q | HELD |
| Cetera Investment Advisers | $537.8K | 31,000 | 0.00% | 22q | -40.3%-$363.0K |
| Stronghold Wealth Management L.L.C. | $521.7K | 30,072 | 0.70% | 3q | -0.6%-$2.9K |
| ORBA Wealth Advisors, L.L.C. | $520.9K | 30,023 | 0.45% | 3q | +4.4%+$22.1K |
| Mariner, LLC | $509.6K | 29,371 | 0.00% | 2q | HELD |
| LaSalle St. Investment Advisors, LLC | $479.5K | 27,638 | 0.06% | 2q | +167.8%+$300.5K |
| NewEdge Advisors, LLC | $455.7K | 26,263 | 0.00% | 2q | +21.5%+$80.8K |
| Diversified Portfolios, Inc. | $389.1K | 22,429 | 0.03% | 9q | -12.0%-$52.9K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $377.6K | 21,764 | 0.09% | 7q | HELD |
| Envestnet Portfolio Solutions, Inc. | $374.5K | 21,587 | 0.00% | 3q | -18.5%-$84.9K |
| Capital Asset Advisory Services LLC | $371.3K | 21,400 | 0.01% | 15q | +10.3%+$34.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | $371.3K | 21,400 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $364.0K | 20,982 | 0.00% | new | NEW |
| JUNCTURE WEALTH STRATEGIES, LLC | $355.0K | 20,463 | 0.09% | 24q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $346.7K | 19,982 | 0.00% | 31q | -9.2%-$35.2K |
| Global Retirement Partners, LLC | $334.8K | 19,299 | 0.01% | 13q | -11.0%-$41.4K |
| One Capital Management, LLC | $319.4K | 18,463 | 0.01% | 15q | HELD |
| CITADEL ADVISORS LLC | $248.9K | 14,345 | 0.00% | new | NEW |
| PRIVATE CLIENT SERVICES, LLC | $245.2K | 14,132 | 0.06% | 2q | HELD |
| RFG Advisory, LLC | $244.8K | 14,109 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $241.0K | 13,882 | 0.00% | 31q | +3.4%+$7.8K |
| Concurrent Investment Advisors, LLC | $214.9K | 12,385 | 0.00% | 3q | +2.7%+$5.7K |
| PFG Investments, LLC | $211.4K | 12,187 | 0.01% | 14q | -2.2%-$4.6K |
| VICUS CAPITAL | $206.6K | 11,907 | 0.01% | 3q | HELD |
| Trilogy Capital Inc. | $201.3K | 11,600 | 0.01% | 4q | HELD |
| One Wealth Map LLC | $199.9K | 11,591 | 0.09% | new | NEW |
| Detalus Advisors, LLC | $197.9K | 11,407 | 0.04% | 13q | -19.9%-$49.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $195.6K | 11,327 | 0.00% | 8q | -19.1%-$46.3K |
| Berger Financial Group, Inc | $191.7K | 11,048 | 0.01% | 10q | HELD |
| EVERMAY WEALTH MANAGEMENT LLC | $164.3K | 9,472 | 0.02% | 18q | HELD |
| IFP Advisors, Inc | $121.5K | 7,000 | 0.00% | 6q | HELD |
| FMR LLC | $120.0K | 6,918 | 0.00% | 31q | HELD |
| AE Wealth Management LLC | $103.6K | 5,971 | 0.00% | 7q | +87.1%+$48.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $86.8K | 5,000 | 0.00% | 3q | -32.5%-$41.7K |
| Farther Finance Advisors, LLC | $59.5K | 3,428 | 0.00% | 2q | -27.4%-$22.4K |
| EverSource Wealth Advisors, LLC | $48.0K | 2,765 | 0.00% | 6q | +8.6%+$3.8K |
| Ancora Advisors LLC | $47.4K | 2,730 | 0.00% | 31q | -5.2%-$2.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $42.4K | 2,450 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $41.8K | 2,411 | 0.00% | 26q | HELD |
| HARBOUR INVESTMENTS, INC. | $34.8K | 2,003 | 0.00% | 21q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $15.0K | 862 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $13.6K | 785 | 0.00% | 2q | -96.3%-$352.0K |
| US BANCORP \DE\ | $11.9K | 686 | 0.00% | 5q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $11.3K | 650 | 0.00% | 3q | HELD |
| BLAIR WILLIAM & CO/IL | $10.6K | 609 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $9.1K | 523 | 0.00% | 4q | -95.0%-$172.6K |
| NFSG Corp | $5.8K | 333 | 0.00% | 16q | HELD |
| MassMutual Private Wealth & Trust, FSB | $5.6K | 323 | 0.00% | 31q | HELD |
| PNC Financial Services Group, Inc. | $4.3K | 246 | 0.00% | 26q | -2.8% |
| MERCER GLOBAL ADVISORS INC /ADV | $3.2K | 183 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $2.5K | 146,268 | 0.00% | 2q | HELD |
| Rossby Financial, LCC | $798 | 46 | 0.00% | 2q | HELD |
| Silver Grove Financial Group, Inc. | $746 | 43 | 0.00% | 2q | HELD |
| AMERIFLEX GROUP, INC. | $468 | 27 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $465 | 26,827 | 0.00% | 3q | +57.8% |
| WPG Advisers, LLC | $434 | 25 | 0.00% | 7q | -34.2% |
Showing the largest 100 of 104 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 99 | $230.9M | 13,311,614 | 13 | 30 | 31 | 0.0% |
| Q1 2026 | 96 | $233.2M | 13,478,898 | 13 | 26 | 31 | 0.0% |
| Q4 2025 | 95 | $228.3M | 13,114,145 | 13 | 35 | 23 | 0.0% |
| Q3 2025 | 87 | $223.6M | 12,838,434 | 9 | 31 | 29 | 0.0% |
| Q2 2025 | 87 | $193.4M | 11,211,747 | 8 | 27 | 27 | 0.0% |
| Q1 2025 | 83 | $177.0M | 10,346,484 | 7 | 28 | 21 | 0.0% |
| Q4 2024 | 83 | $188.0M | 10,993,792 | 11 | 24 | 21 | 0.0% |
| Q3 2024 | 77 | $179.8M | 10,398,215 | 4 | 19 | 29 | 0.0% |
| Q2 2024 | 80 | $171.5M | 10,082,014 | 2 | 19 | 32 | 0.0% |
| Q1 2024 | 81 | $186.2M | 10,939,515 | 8 | 19 | 24 | 0.0% |
| Q4 2023 | 82 | $169.9M | 9,940,722 | 8 | 19 | 33 | 0.0% |
| Q3 2023 | 85 | $147.0M | 8,809,790 | 7 | 17 | 29 | 0.0% |
| Q2 2023 | 88 | $145.5M | 8,643,865 | 8 | 16 | 32 | 0.0% |
| Q1 2023 | 85 | $144.3M | 8,289,408 | 5 | 15 | 30 | 2.4% |
| Q4 2022 | 84 | $165.1M | 9,782,704 | 12 | 13 | 35 | 0.0% |
| Q3 2022 | 106 | $232.4M | 13,980,360 | 17 | 19 | 35 | 0.0% |
| Q2 2022 | 101 | $258.6M | 15,126,206 | 11 | 26 | 32 | 0.0% |
| Q1 2022 | 110 | $192.2M | 11,225,236 | 15 | 34 | 23 | 0.0% |
| Q4 2021 | 103 | $163.5M | 9,122,743 | 5 | 42 | 16 | 0.0% |
| Q3 2021 | 96 | $154.0M | 8,557,605 | 11 | 31 | 20 | 0.0% |
| Q2 2021 | 93 | $154.7M | 8,564,611 | 11 | 35 | 18 | 0.0% |
| Q1 2021 | 94 | $143.6M | 7,964,339 | 19 | 35 | 7 | 0.0% |
| Q4 2020 | 86 | $108.4M | 5,987,472 | 5 | 31 | 21 | 0.0% |
| Q3 2020 | 86 | $99.6M | 5,518,875 | 12 | 26 | 22 | 0.0% |
| Q2 2020 | 80 | $99.5M | 5,525,157 | 8 | 21 | 21 | 0.0% |
| Q1 2020 | 78 | $99.3M | 5,713,522 | 12 | 23 | 21 | 0.0% |
| Q4 2019 | 72 | $91.8M | 5,157,698 | 10 | 26 | 14 | 0.0% |
| Q3 2019 | 69 | $88.2M | 4,984,092 | 8 | 21 | 17 | 0.0% |
| Q2 2019 | 70 | $91.4M | 5,167,641 | 5 | 19 | 26 | 0.0% |
| Q1 2019 | 72 | $92.3M | 5,257,780 | 12 | 15 | 21 | 0.0% |
| Q4 2018 | 65 | $90.1M | 5,205,792 | 0 | 1 | 3 | 0.0% |